Client-Focused Financial Advisor & Solutions Specialist

Old Mutual South Africa; Bushbuckridge; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Old Mutual South Africa is seeking a professional with at least 3 years of experience in sales to provide quality customer service and develop business opportunities in Bushbuckridge, Mpumalanga. The candidate must have a Grade 12 qualification, a driver's license, and computer literacy in MS Word, PowerPoint, and Outlook. FAIS compliance and a clear criminal and credit check are mandatory. Excellent communication skills are essential, with presentation skills as an added advantage. The position offers growth potential within a reputable organization.

Qualifications

• Grade 12 (Matric) is required.
• Valid driver’s licence and own car necessary.
• FAIS compliance is mandatory.
• Must pass a clear criminal and credit check.
• Minimum of 3 years working experience preferably in sales.
• Computer literacy in MS Word, PowerPoint, and Outlook is necessary.
• Excellent written and verbal communication skills required.
• Presentation skills are an added advantage.

Responsibilities

• Provide quality customer service while identifying opportunities for new business.
• Analyze problems to find the best technical or professional solutions.
• Receive visitors and assist with their inquiries.
• Enter relevant information into the CRM system to manage customer data.
• Set objectives for sales calls and tailor presentations for decision-makers.
• Develop relationships with key decision-makers within customer organizations.
• Ensure compliance with the organization’s policies and procedures.
• Monitor and assess sales and market data for business development.
• Create personal networks and represent the organization at events.
• Conduct research and analyze key themes using business intelligence tools.
• Participate in a network to leverage ideas and technologies.

Skills

Building trust

Consultative selling

Customer-focused

Customer service

Customer understanding

Direct selling

Identifying sales opportunities

Oral communications

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Strengthening customer relationships

Education

Grade 12 (Matric)

NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual South Africa is seeking a professional with at least 3 years of experience in sales to provide quality customer service and develop business opportunities in Bushbuckridge, Mpumalanga. The candidate must have a Grade 12 qualification, a driver's license, and computer literacy in MS Word, PowerPoint, and Outlook. FAIS compliance and a clear criminal and credit check are mandatory. Excellent communication skills are essential, with presentation skills as an added advantage. The position offers growth potential within a reputable organization.